Checklists

You can use checklists to keep track of critical items.

You create a checklist that uses the scaffold inspection template. As you inspect the scaffold, you ensure that it passes each item in the checklist.

The basic process for working with checklists:

  1. The checklist template is created in the record settings.
  2. The checklist record is created based on the template.
  3. A result is recorded for each checklist item.
  4. The checklist record is approved or rejected.
  • In the project menu, select Records > Checklists.
  1. Select the checklist.
  2. On the Checklist tab, select Right arrow icon (Open) on the checklist item row to view its details.

    3. If a checklist item has an assignment or comment, the associated icon in the row is a different color.

    Checklist icons in grid
  3. On the Approvals tab, select Right arrow icon (Open) on the approver row to view its details.

    4. To navigate to the previous or next item from the open item, you can select Previous item icon (Previous) or Next item icon (Next).

You can create a checklist based on a checklist template or create a revision of the latest record. Old revisions are read-only and can't be used to create new revisions.

  • Required fields are marked with an asterisk (*) but aren't enforced for draft records.
  • If autonumbering is off, the Number field is editable until the record is saved with a non-draft status. If autonumbering is on, the number is assigned after the record is saved with a non-draft status.
  • The revision number is added after the checklist is saved with a non-draft workflow status.
    • Checklist number with revision number

Each checklist item row contains icons that indicate if there are assignments (Assignments indicator) and comments or attached files that are quick uploads or selected from the File Library or Trimble Connect ().

If you don't have permission for the attached files, the comments icon (Comment indicator) is still blue, but the attached files aren't available when you open the checklist item.

  1. In the Checklists module, select Create icon (Create).
  2. Select the checklist template.

    3. A draft record is added to the module. In the record, the Checklist tab displays the associated checklist items.

  3. On the navigation toolbar, select Info icon (Information), and edit the record information.
    • To change the workflow status, select an option from the list.

      • Checklists move automatically from the Draft workflow status to the next one if checklist item is updated or an assignment or courtesy copy is added.

    • To add a location, select the Location field, select a parent or child location, and then select Apply.
    • To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
  4. To add a comment or an assignment to a checklist item, select Right arrow icon (Open) on the item row.
  5. To copy and insert a copyable section, select More icon (More) on the header, and then select Insert Copy.
    6. Copyable section example

    To remove the copied section, you can select More icon (More) > Delete Copied Section.

  6. To set who has access to the record, select Sharing icon (Sharing), and then select an option.
  7. To link an item to the record, select Link icon (Links), select Plus icon (Add), and then select the item type.
  8. To save the changes and keep the record open, select Save icon (Save).

    9. —Or—

    To save the changes and close the record, select Back arrow (Save).

  1. Ensure that the checklist has a non-draft workflow status.
  2. In the tile or list view, on the checklist, select More icon (More) > Copy.

    3. —Or—

    Open the checklist, and then select Copy icon (Copy) on the navigation toolbar.

    The record number is copied to the revision, and the revision number is incremented automatically.

    The revision doesn't include any copied sections that were inserted in the original record.

You can record a result for each checklist item and then approve or reject the checklist. Only the latest revision can be updated.

A checklist isn't closed until a closed workflow status is selected for the record.

  1. On the Checklist tab, record the result on the item row.
    1. If applicable, enter information or select a value in the field.
    2. Select the result.
      3. Result example

      To edit a date or date and time field, you may need to select Cancel icon to clear the field first.

  2. Update the assignments, or enter a comment.
    1. To open the item, select Right arrow icon (Open).
    2. Update the information.
    3. To save the changes to the item, select Back arrow (Save).
  1. Select the Approvals tab.
  2. On the row, select Right arrow icon (Open).
  3. Add a comment.
  4. From the Status list, select Approved or Rejected.
  5. In the Approved Date field, select the date.

    6. The Signature field is read-only, but you can add a signature in the mobile app.

  6. Select Back arrow (Save).